The DWM investment group was founded in 1996 to deliver superior investment advice and uncompromising objectivity to all types of investors. In pursuit of these goals, DWMIG places a premium on creativity, flexibility and experience—the qualities necessary to adapt to dynamic markets and seize investment opportunities. DWMIG works to ensure these traits are manifest throughout the organization and any other with which we do business.

Three groups within DWMIG work closely together to bring broad expertise to specific types of clients:

Diastole Wealth Management offers family office services—financial planning, estate planning, access to institutional and private investment managers, family wealth education and more—to an exclusive group of private clients.

D.W. Institutional provides complete investment consulting services focused on investment program analysis, design and implementation to fiduciaries of corporations, retirement plans, endowments and foundations.

DWM Financial develops and implements comprehensive managed account solutions for financial service institutions—from analyzing client requirements and installing turnkey or white labeled investment management programs to organizing internal marketing efforts.